AMERICAN FUNDS NEW PERSP ECTIV - FD

Historical Portfolio Holders from Q2 2017 to Q1 2024

All holders as of March 31, 2024
Q1 2024
Type / Class
Equity / FD
Shares, excl. options Q1 2024
23 K
Holdings value Q1 2024
$1.39 M
Value change Q1 2024
+$25.6 K
Grand Portfolio weight change Q1 2024
+0%
Number of holders
3
Number of buys Q1 2024
1
Number of sells Q1 2024
-2
Average buys Q1 2024 %
+0%
Average sells Q1 2024 %
0%
CUSIP
648018778
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q1 23 K $1.39 M +$25.6 K $60.64 3
2023 Q4 25.5 K $1.43 M -$10.6 M $55.90 6
2023 Q3 73.6 K $3.91 M +$1.44 M $53.04 5
2023 Q2 46.4 K $2.58 M +$27.7 K $55.47 3
2023 Q1 46.2 K $2.41 M +$237 K $52.18 3
2022 Q4 41.6 K $1.97 M -$136 K $47.30 2
2022 Q3 44.7 K $2.04 M +$58.3 K $45.57 3
2022 Q2 43.4 K $2.11 M +$7.21 K $48.47 3
2022 Q1 48.3 K $2.89 M +$31.2 K $59.80 4
2021 Q4 47.7 K $3.17 M +$631 K $66.39 4
2021 Q3 38.2 K $2.56 M +$16.9 K $66.93 2
2021 Q2 38 K $2.55 M -$4.44 M $66.98 2
2021 Q1 110 K $6.79 M +$87.6 K $61.85 3
2020 Q4 108 K $6.56 M +$226 K $60.47 3
2020 Q3 105 K $5.64 M -$19.9 K $53.91 3
2020 Q2 105 K $5.03 M +$39.5 K $47.84 3
2020 Q1 104 K $4.03 M +$154 K $38.63 3
2019 Q4 100 K $4.73 M -$741 K $47.21 3
2019 Q3 117 K $5.22 M -$208 K $44.58 4
2019 Q2 122 K $5.45 M +$19.5 K $44.78 6
2019 Q1 121 K $5.2 M +$2.61 M $42.91 5
2018 Q4 60.4 K $2.28 M +$680 K $37.66 5
2018 Q3 42.4 K $1.99 M +$588 K $46.91 2
2018 Q2 29.8 K $1.35 M -$993 $45.14 2
2018 Q1 29.9 K $1.32 M $0 $44.10 2
2017 Q4 29.9 K $1.29 M -$855 K $43.13 2
2017 Q3 49.7 K $2.17 M +$1.68 M $43.63 2
2017 Q2 11.1 K $459 K +$459 K $41.39 1